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Custom Global Assets

Core Web App

There are so many one to many relationships with client assets. One example being vendor contacts which would be useful to set as a global asset with the same customization with the current asset design in place. The difference being the asset can be selected to appears for the clients of our choosing and when updating the asset, it updates the the asset for all other clients its linked too.
An example would be have an asset called Vendors. Inside that Vendors asset have one called Dell and fill out the custom fields for this asset. Then be able to assign that asset to Client A,B,D, and F but not C and E. Then whenever Dell changes their contact phone number or any other information we customize, we update it in a single source of truth that updates for all clients who have that asset linked.

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Comments3

  • Salmon Cherry

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    Jan 9, 2024

    I also agree we need global assets ASAP, as related Items isn't great as it doesn't display the related asset information in the client asset screen.

  • Lime Koala

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    Dec 28, 2023

    It would be great if this were allowed.

    Right now the work around is to add al Vendors to a PLACE Holder Company, then when you add a new asset, just add a new Related Item, uncheck "Limit to " and then select the vendor from the Place Holder Company.

  • Aquamarine Butter

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    Mar 24, 2023

    I second this feature. Really need global assets across multiple companies, without having to update dozens of them with the same information everytime a contact or rep changes.